+278.8%
WMB vs ATI
+1,074.8%
-796.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | -0.3% |
| 7D | +0.6% | -0.1% | +0.6% | +0.5% |
| 30D | +3.3% | +2.7% | +0.6% | +2.7% |
| 3M | +3.1% | +16.3% | -13.2% | +0.2% |
| 6M | -0.7% | +30.2% | -30.9% | -5.8% |
| YTD | +25.2% | +83.6% | -58.4% | +11.6% |
| 1Y | +32.9% | +173.0% | -140.1% | +9.6% |
| 3Y | +140.6% | +356.6% | -216.1% | +71.7% |
| All | +278.8% | +1,074.8% | -796.1% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ATI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling